White Pine Investment Company’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

White Pine Investment Company’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,435	Closed	-$719K	–	68
2024 Q3	$719K	Sell	17,435 -18,595	-52%	-$746K	0.2%	54
2024 Q2	$1.45M	Buy	36,030 +1,216	+3%	+$50.6K	0.42%	48
2024 Q1	$1.43M	Buy	34,814 +2,544	+8%	+$99.6K	0.42%	48
2023 Q4	$1.32M	Buy	32,270 +2,638	+9%	+$105K	0.43%	47
2023 Q3	$1.2M	Buy	29,632 +3,263	+12%	+$134K	0.42%	46
2023 Q2	$1.06M	Buy	26,369 +8,210	+45%	+$339K	0.36%	49
2023 Q1	$768K	Buy	18,159 +2,160	+14%	+$94.1K	0.28%	53
2022 Q4	$695K	Buy	15,999 +2,856	+22%	+$121K	0.26%	53
2022 Q3	$494K	Buy	13,143 +4,614	+54%	+$186K	0.2%	53
2022 Q2	$338K	Buy	+8,529	New	+$385K	0.13%	52

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

White Pine Investment Company's GUNR Position: Q4 2024 in Review

White Pine Investment Company sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2024, closing a stake of 17,435 shares — an estimated $719K sold.

White Pine Investment Company first reported a position in GUNR in Q2 2022 and held it in 10 quarters. The position peaked at $1.45M in Q2 2024. 290 funds tracked by Wall St. Rank hold GUNR as of Q4 2024.

White Pine Investment Company reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2024 after selling out during the quarter.
White Pine Investment Company sold 17,435 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2024, an estimated $719K.
White Pine Investment Company first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2022 and held it in 10 quarters.
White Pine Investment Company's FlexShares Global Upstream Natural Resources Index Fund position peaked at $1.45M in Q2 2024.
290 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2024.

Based on White Pine Investment Company's 13F filing for Q4 2024, filed 17 Jan 2025.